AdvisorHire connects your firm with college graduates already trained to whiteboard strategies, communicate value, and run client meetings before they walk through your door.
CFP programs teach students to pass exams. They don't teach them to sit across from a prospect and explain a Roth conversion.
That gap costs your firm tens of thousands every cycle in wasted salary, training, and lost production. AdvisorHire closes it before your new hire sits down.
Built from conversations with firm owners about what new hires need on day one.
Students craft and rehearse their value proposition on camera. They learn to explain why a client should work with them, clearly and without jargon.
Three Buckets, HSA Flexibility, the Augusta Rule. Students walk prospects through real strategies visually, the way a seasoned advisor would.
Running a first meeting. Asking the right questions. Listening. Full mock client meetings scored on trust-building ability.
Every firm operates differently. Students adapt their approach across independent RIAs, wirehouses, and hybrid practices.
Fee-based vs. commission. AUM vs. flat-fee. Students understand how advisors get paid so they're never blindsided by a comp structure.
Every candidate completes a Kolbe A Index so firms can see how they instinctively operate and how they'll fit your team.
Students earn each star by proving competency on camera, under review, with real deliverables. Not a video course with a certificate.
Completed modules on the advisor career path, compensation models, and professional mindset. Passed comprehension assessment.
Recorded and submitted a video delivering their value proposition. Outlined a prospecting plan. Reviewed and approved by a program evaluator.
Whiteboarded a financial strategy to a live reviewer. Scored on accuracy, clarity, and confidence. This is where candidates separate themselves.
Built a complete financial plan. Passed a comprehensive capstone. Flagged as "Ready for Hire" and pushed to the top of the portal.
Star ratings, Kolbe scores, video submissions, skill tags. All visible before you request an interview.
Jumpstart Advisor is integrated into senior capstone courses at CFP Board-registered universities. Every candidate is an active student trained on the practical skills their coursework doesn't cover.
Nothing. Browsing candidates, watching videos, and requesting interviews are all free. A 20% placement fee applies only when you extend an offer and the candidate accepts.
20% of the candidate's first-year base salary. On a $55,000 starting salary, that's $11,000. Paid only after a signed offer and acceptance.
The Fall 2026 cohort begins training in September. First 4-Star candidates will be interview-ready by early Spring 2027, aligned with graduation hiring season.
Recruiters send you resumes. We send you video proof. You watch candidates whiteboard tax strategies and run mock meetings before you ever get on a call with them.
Founding partners get early access to the Fall 2026 candidate pool. No cost to browse. You only pay when you make an offer and the candidate accepts.